Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.625 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49637.89 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45576.68 Kr¶
PnL: ---------------------------------------> 520.68 Kr¶
DD now: ---------------------------------> -6.556 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 15:03:58.422583'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.770000 | 1673.640000 | 204.640000 | 13.930000 | 1468.999998 |
| Sedana Medical | 93 | 4.710000 | 2689.560000 | 168.560000 | 6.690000 | 2521.000011 |
| Orrön Energy | 180 | 5.120000 | 2161.800000 | 118.800000 | 5.810000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 5.200000 | 1020.000000 | 59.000000 | 6.140000 | 960.999996 |
| Atrium Ljungberg B | 5 | 4.200000 | 992.500000 | 57.500000 | 6.150000 | 935.000000 |
| JM | 6 | 4.170000 | 914.400000 | 50.400000 | 5.830000 | 864.000000 |
| Sagax B | 4 | 3.880000 | 900.400000 | 46.400000 | 5.430000 | 854.000000 |
| Catena | 2 | 4.330000 | 838.000000 | 46.000000 | 5.810000 | 792.000000 |
| Sagax A | 4 | 4.650000 | 900.000000 | 46.000000 | 5.390000 | 854.000000 |
| Hexatronic Group | 12 | 3.970000 | 1006.560000 | 39.560000 | 4.090000 | 966.999996 |
| VEF | 909 | 3.700000 | 1885.270000 | 35.270000 | 1.910000 | 1850.000436 |
| Hoist Finance | 35 | 0.870000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| BioGaia B | 8 | 1.710000 | 950.400000 | 20.400000 | 2.190000 | 930.000000 |
| Bilia A | 8 | 1.780000 | 916.000000 | 16.000000 | 1.780000 | 900.000000 |
| Gränges | 9 | 1.650000 | 943.200000 | 15.200000 | 1.640000 | 927.999999 |
| Biotage | 7 | 0.820000 | 950.600000 | 9.600000 | 1.020000 | 940.999997 |
| Byggmax Group | 33 | 1.180000 | 964.260000 | 8.260000 | 0.860000 | 956.000001 |
| Clas Ohlson B | 12 | 0.310000 | 977.400000 | 4.400000 | 0.450000 | 972.999996 |
| OX2 | 13 | 1.380000 | 953.550000 | 3.550000 | 0.370000 | 949.999999 |
| HEXPOL B | 9 | -0.530000 | 1022.400000 | 1.400000 | 0.140000 | 1020.999996 |
| EQT | 4 | 0.560000 | 832.600000 | 0.600000 | 0.070000 | 832.000000 |
| AcadeMedia | 8 | 0.100000 | 401.200000 | -0.800000 | -0.200000 | 402.000000 |
| ASSA ABLOY B | 3 | -0.120000 | 774.900000 | -4.100000 | -0.530000 | 779.000001 |
| Alimak Group | 11 | 0.120000 | 918.500000 | -9.500000 | -1.020000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 0.740000 | 950.600000 | -16.400000 | -1.700000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| SKF B | 5 | -1.900000 | 914.250000 | -25.750000 | -2.740000 | 940.000000 |
| Indutrade | 5 | 2.240000 | 1187.000000 | -31.000000 | -2.550000 | 1218.000000 |
| Addnode Group B | 11 | -1.650000 | 886.600000 | -34.400000 | -3.740000 | 921.000003 |
| Vitec Software Group B | 2 | 0.860000 | 1051.000000 | -36.000000 | -3.310000 | 1087.000000 |
| Latour B | 4 | 0.000000 | 818.000000 | -39.000000 | -4.550000 | 857.000000 |
| Hexagon B | 26 | 0.920000 | 3421.600000 | -39.400000 | -1.140000 | 3461.000010 |
| Bufab | 3 | -0.680000 | 1045.800000 | -63.200000 | -5.700000 | 1109.000001 |
| BHG Group | 97 | 2.860000 | 1393.890000 | -65.110000 | -4.460000 | 1458.999989 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| TOTAL | 45582.330000 | 526.330000 | -6.54516% | 45056.000411 |
Updated:¶
'2023-07-04 15:02:49.334566'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
